Apple Inc.
AAPL- Exchange
- Nasdaq
- Industry
- Electronic Computers
- SEC CIK
- 0000320193
In the last 90 days, Apple Inc. insiders filed 0 open-market purchases and 8 sales; 6,150 institutions reported holding it in 13F filings for Q2 2026, worth $2.80T in total; 11 superinvestors hold it, including Berkshire Hathaway and H&H International Investment.
13F holders, Q3 2024
Institutional positions in Apple Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 5,106
- +39 vs. Q2 2024
- Shares held
- 9.40B
- +1.14B (+13.8%) vs. Q2 2024
- Total value
- $2.17T
- +$414.0B (+23.6%) vs. Q2 2024
- New holders
- 171
- 2,002 more added
- Sold out
- 132
- 2,628 more reduced
66 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AAPL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,150 | $2.80T |
| Q1 2026 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,403 | $1.69T |
| Q3 2021 | 3,859 | $1.34T |
| Q2 2021 | 3,879 | $1.31T |
| Q1 2021 | 3,855 | $1.17T |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proactive Wealth Strategies LLC | 20,662 | $4.81M | 2.67% | +20,662 | New |
| Sicart Associates LLC | 20,664 | $4.81M | 1.69% | 00.0% | Unchanged |
| Private Management Group Inc | 20,683 | $4.82M | 0.17% | +1,962+10.5% | Added |
| BlackDiamond Wealth Management Inc. | 21,493 | $4.82M | 2.91% | +4,373+25.5% | Added |
| First City Capital Management, Inc. | 20,718 | $4.83M | 2.49% | +358+1.8% | Added |
| Wealthspan Partners, LLC | 20,719 | $4.83M | 2.38% | −43−0.2% | Reduced |
| Kearns & Associates LLC | 20,728 | $4.83M | 3.18% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 20,734 | $4.83M | 3.17% | −1,027−4.7% | Reduced |
| Beta Wealth Group, Inc. | 20,754 | $4.84M | 2.18% | −1,086−5.0% | Reduced |
| Pine Ridge Advisers LLC | 20,755 | $4.84M | 0.48% | −4,455−17.7% | Reduced |
| ERTS Wealth Advisors, LLC | 20,756 | $4.84M | 0.91% | −150−0.7% | Reduced |
| Unionview, LLC | 20,796 | $4.85M | 3.77% | −86−0.4% | Reduced |
| OmniStar Financial Group, Inc. | 20,841 | $4.86M | 3.64% | +2,925+16.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 20,889 | $4.87M | 0.13% | −279−1.3% | Reduced |
| JDM Financial Group LLC | 20,903 | $4.87M | 2.65% | +365+1.8% | Added |
| Canton Hathaway, LLC | 20,928 | $4.88M | 1.22% | −102−0.5% | Reduced |
| IMPACTfolio, LLC | 20,940 | $4.88M | 2.52% | −34−0.2% | Reduced |
| Ferguson Shapiro LLC | 20,943 | $4.88M | 1.82% | +1,197+6.1% | Added |
| HRC Wealth Management, LLC | 20,948 | $4.88M | 3.15% | +80.0% | Added |
| Accretive Wealth Partners, LLC | 20,949 | $4.88M | 2.04% | −40,068−65.7% | Reduced |
| McGowan Group Asset Management, Inc. | 20,992 | $4.89M | 0.64% | −30−0.1% | Reduced |
| Viking Fund Management LLC | 21,000 | $4.89M | 0.79% | −2,000−8.7% | Reduced |
| Baker Boyer National Bank | 21,015 | $4.90M | 1.64% | +650+3.2% | Added |
| Philip James Wealth Mangement, LLC | 21,018 | $4.90M | 0.60% | +13,960+197.8% | Added |
| Benchmark Investment Advisors LLC | 21,053 | $4.91M | 3.50% | −269−1.3% | Reduced |
| Arcataur Capital Management LLC | 21,053 | $4.91M | 1.66% | −173−0.8% | Reduced |
| First Financial Corp | 21,062 | $4.91M | 2.34% | −374−1.7% | Reduced |
| Family Asset Management, LLC | 21,111 | $4.92M | 2.96% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 21,138 | $4.93M | 1.64% | −68−0.3% | Reduced |
| BlueChip Wealth Advisors LLC | 21,154 | $4.93M | 2.58% | +612+3.0% | Added |
| Phillips Financial Management, LLC | 21,168 | $4.93M | 0.38% | +82+0.4% | Added |
| Red Mountain Financial, LLC | 21,171 | $4.93M | 5.25% | −427−2.0% | Reduced |
| LGL Partners, LLC | 21,174 | $4.93M | 0.69% | −1,381−6.1% | Reduced |
| Finivi Inc. | 21,183 | $4.94M | 4.00% | −517−2.4% | Reduced |
| Johnson & White Wealth Management, LLC | 21,207 | $4.94M | 4.25% | +154+0.7% | Added |
| Rogco, LP | 21,288 | $4.96M | 1.94% | +605+2.9% | Added |
| Cloverfields Capital Group, LP | 21,305 | $4.96M | 1.60% | +21,305 | New |
| Brooks, Moore & Associates, Inc. | 21,306 | $4.96M | 2.93% | −711−3.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 21,318 | $4.97M | 1.66% | −2,010−8.6% | Reduced |
| Safe Harbor Fiduciary, LLC | 21,340 | $4.97M | 4.66% | +21,340 | New |
| Granger Management LLC | 21,422 | $4.99M | 0.98% | −3,433−13.8% | Reduced |
| Heritage Investment Group, Inc. | 21,443 | $5.00M | 0.95% | +3,905+22.3% | Added |
| Mosaic Financial Group, LLC | 21,449 | $5.00M | 3.55% | −2,281−9.6% | Reduced |
| Unique Wealth, LLC | 21,504 | $5.01M | 1.15% | +1,951+10.0% | Added |
| Virginia Wealth Management Group, Inc. | 21,516 | $5.01M | 3.14% | +5,368+33.2% | Added |
| Whelan Financial | 21,545 | $5.02M | 2.07% | +745+3.6% | Added |
| Pathway Financial Advisors LLC | 21,556 | $5.02M | 1.29% | +313+1.5% | Added |
| Outfitter Financial LLC | 21,560 | $5.02M | 4.15% | −1,210−5.3% | Reduced |
| Islay Capital Management, LLC | 21,609 | $5.03M | 3.38% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 21,632 | $5.04M | 3.00% | +202+0.9% | Added |
| Stony Point Wealth Management Inc. | 21,637 | $5.04M | 2.12% | −119−0.5% | Reduced |
| Deseret Mutual Benefit Administrators | 21,723 | $5.06M | 2.58% | −886−3.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 21,741 | $5.07M | 1.89% | +16+0.1% | Added |
| Retirement Guys Formula LLC | 21,830 | $5.09M | 2.37% | −1,186−5.2% | Reduced |
| Forbes Financial Planning, Inc. | 21,833 | $5.09M | 3.67% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 21,839 | $5.09M | 4.83% | −840−3.7% | Reduced |
| Heartwood Wealth Advisors LLC | 21,867 | $5.10M | 0.56% | −557−2.5% | Reduced |
| Successful Portfolios LLC | 21,911 | $5.11M | 3.45% | −642−2.8% | Reduced |
| Wintrust Investments LLC | 21,921 | $5.11M | 3.78% | −197,189−90.0% | Reduced |
| KFG Wealth Management, LLC | 21,932 | $5.11M | 1.11% | −2,317−9.6% | Reduced |
| Liberty One Investment Management, LLC | 21,943 | $5.11M | 0.52% | +697+3.3% | Added |
| Burr Financial Services, LLC | 22,013 | $5.13M | 3.63% | −7,540−25.5% | Reduced |
| Landscape Capital Management, L.L.C. | 22,025 | $5.13M | 0.52% | +7,574+52.4% | Added |
| Florida Financial Advisors, LLC | 22,028 | $5.13M | 2.65% | +2,133+10.7% | Added |
| Primoris Wealth Advisors, LLC | 22,064 | $5.14M | 3.73% | −115−0.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 22,109 | $5.15M | 2.17% | −847−3.7% | Reduced |
| Robbins Farley LLC | 22,239 | $5.18M | 2.61% | −3,219−12.6% | Reduced |
| Bluesphere Advisors, LLC | 22,242 | $5.18M | 2.56% | −639−2.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 22,270 | $5.19M | 4.70% | −146−0.7% | Reduced |
| Driehaus Capital Management LLC | 22,290 | $5.19M | 0.04% | +80+0.4% | Added |
| Aspire Capital Advisors LLC | 22,295 | $5.19M | 1.55% | +1,467+7.0% | Added |
| Aspire Private Capital, LLC | 22,298 | $5.20M | 1.24% | +1,080+5.1% | Added |
| Fairscale Capital, LLC | 22,298 | $5.20M | 4.55% | −62−0.3% | Reduced |
| Valueworks LLC | 22,313 | $5.20M | 1.66% | −270−1.2% | Reduced |
| Peavine Capital, LLC | 22,360 | $5.21M | 1.27% | 00.0% | Unchanged |
| Leibman Financial Services, Inc. | 22,364 | $5.21M | 3.69% | −891−3.8% | Reduced |
| Richard W. Paul & Associates, LLC | 22,369 | $5.21M | 1.87% | −630−2.7% | Reduced |
| Goldstone Financial Group, LLC | 22,377 | $5.21M | 0.91% | +1,531+7.3% | Added |
| First Citizens Financial Corp | 22,401 | $5.22M | 2.76% | +38+0.2% | Added |
| Dougherty Wealth Advisers LLC | 22,422 | $5.22M | 4.15% | −166−0.7% | Reduced |
| Ogorek Anthony Joseph | 22,455 | $5.23M | 1.80% | −80.0% | Reduced |
| Carr Financial Group Corp | 22,465 | $5.23M | 1.56% | −643−2.8% | Reduced |
| S.A. Mason LLC | 22,478 | $5.24M | 2.78% | −116−0.5% | Reduced |
| Carson Advisory Inc. | 22,481 | $5.24M | 3.29% | −1,614−6.7% | Reduced |
| RS Crum Inc. | 22,502 | $5.24M | 1.23% | −472−2.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 22,507 | $5.24M | 1.92% | +73+0.3% | Added |
| Mascoma Wealth Management LLC | 22,544 | $5.25M | 1.31% | −1,321−5.5% | Reduced |
| Walker Asset Management, LLC | 22,560 | $5.26M | 3.26% | +100.0% | Added |
| Richard P Slaughter Associates Inc | 22,593 | $5.26M | 1.22% | −385−1.7% | Reduced |
| Camarda Financial Advisors, LLC | 22,615 | $5.27M | 1.97% | −430−1.9% | Reduced |
| Morris Retirement Advisors, LLC | 22,619 | $5.27M | 2.88% | +2,771+14.0% | Added |
| Dimension Capital Management LLC | 22,621 | $5.27M | 1.00% | −380−1.7% | Reduced |
| Hartford Funds Management Co LLC | 22,627 | $5.27M | 0.49% | +3,366+17.5% | Added |
| Blue Square Asset Management, LLC | 22,658 | $5.28M | 2.84% | +791+3.6% | Added |
| Gould Capital, LLC | 22,671 | $5.28M | 3.47% | −472−2.0% | Reduced |
| First National Bank Sioux Falls | 22,671 | $5.28M | 2.40% | 00.0% | Unchanged |
| Cadinha & Co LLC | 22,725 | $5.29M | 0.91% | +117+0.5% | Added |
| Okabena Investment Services Inc | 22,725 | $5.29M | 1.49% | −7,136−23.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 22,741 | $5.30M | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 22,747 | $5.30M | 0.46% | −1,245−5.2% | Reduced |